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New Age Alpha Advisors’s Utah Medical Products UTMD Stock Holding History

New Age Alpha Advisors’s Portfolio UTMD Stock Details UTMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,651
Closed -$101K – 1034
2024
Q4 		$101K Buy
+1,651
New +$107K ﹤0.01% 740

Other funds holding UTMD

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

New Age Alpha Advisors's UTMD Position: Q1 2025 in Review

New Age Alpha Advisors sold out of Utah Medical Products (UTMD) in Q1 2025, closing a stake of 1,651 shares — an estimated $101K sold.

New Age Alpha Advisors first reported a position in UTMD in Q4 2024 and held it in 1 quarter. The position peaked at $101K in Q4 2024. 109 funds tracked by Wall St. Rank hold UTMD as of Q1 2025.

  • New Age Alpha Advisors reported no remaining Utah Medical Products position as of Q1 2025 after selling out during the quarter.
  • New Age Alpha Advisors sold 1,651 Utah Medical Products shares in Q1 2025, an estimated $101K.
  • New Age Alpha Advisors first reported a position in Utah Medical Products in Q4 2024 and held it in 1 quarter.
  • New Age Alpha Advisors's Utah Medical Products position peaked at $101K in Q4 2024.
  • 109 funds tracked by Wall St. Rank held Utah Medical Products as of Q1 2025.

Based on New Age Alpha Advisors's 13F filing for Q1 2025, filed 9 May 2025.